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Understanding reports

Where to find reports

Printing reports can be in:

  1. Reports area and favorites on the dashboard
  2. Index pages

 

Reports area and favorites on the dashboard

 

 

Index pages

 

 

 

What Types of reports are there

Arthur reports include three types of reports:

  1. System reports
  2. Customers’ own created reports
  3. Bespoke reports created by Arthur for clients

1. System reports

These are written by us using our proprietary reporting tool. They display as below. If the star is clicked on, it will mark that report in your favorites and display it on your dashboard.

**Locked reports can not be duplicated. Reports that do not show locked can be duplicated and edited from the dropdown menu to the right

 

 

 

 

Finding system reports

All system reports are filed under their respective areas. For example, an occupancy report will be filed under units.

Go to reports and look into the area of interest.

 

Running system reports

 

1. Select the Arthur entity or combination of entities

Our reports allow clients to run a report across multiple Arthur accounts.

 

2. Choose the selected output.

Our system reports should be run in enhanced reports. Enhanced reports output our reports to a third-party software called Stimulsoft.

For raw data run the repost as a CSV

 

These reports will present with filters.

 

Where there are + signs the row will expand to reveal more info. You are able to do an expand all.

 

3. Apply filters and save in the chosen format

 

2. custom reports

Clients can create their own reports within each section of Arthur and will output as a simple report using Arthur’s original reporting tool. They display the logo shown below. If the star is clicked on, it will mark that report in your favorites and display it on your dashboard.

 

 

1. Create the report

Go to the area of interest and create a report

 

2. Build the report

  • Add a title and description
  • Add your fields
  • Select the condition
  • Sort by

 

3. Run and save the report

The report will output to:

  • Screen
  • CSV
  • PDF

3. Bespoke reports created by Arthur for clients

Arthur can build custom reports for clients. Please ask for a quote. Bespoke reports can include graphical reports such as those shown below:

Still have a question?

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